The China A-Share Revolution
Copley Fund Research analyse the holdings of long-only Global Emerging Market equity funds. All of the Funds in this analysis are actively managed...
1.1k Views
Shanghai/Shenzhen Connect - $8.5 Bn of Inflow in January (Kweichow Moutai, Gree, Midea)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
576 Views
Initiating Coverage of Hangzhou Hik-Vision With Narrow Moat Rating, FVE of CNY 37.50 Per Share
We initiate coverage of Hangzhou Hikvision Digital Techgy (002415 CH) with a narrow moat rating and fair value estimate of CNY 37.50 per share,...
565 Views
Discover SZ/SH Connect: What Foreigners Are Buying in China (2018-12-06)
Starting from the Shanghai Connect implemented 2014, foreign investors, including both institutional investors and retail investors could access...
640 Views
China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
278 Views